Building an executor-ready asset list (you can start today)
Executors inherit puzzles. A simple inventory—accounts, institutions, advisors, digital vaults—cuts months off administration and reduces fraud risk.
Update the list after you open or close accounts; stale spreadsheets confuse people.
Note which items pass outside the estate so your executor does not chase institutions for assets that already transferred by contract.
Related guides
Disclaimer: This page is for general education only and is not legal advice. Rules vary by province and change over time; speak with a qualified lawyer about your own circumstances.
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